Publishing and Testing Picklists

This task is a step in Process of Creating Predefined Picklists.

In this topic, you publish and test your customization.

To publish and test a picklist

  1. Publish your changes.

    For more information, see Using the Windows Registry to Control Siebel CRM Desktop.

  2. Test your changes:

    1. Open the client and then navigate to the Contact form.

    2. Verify that the form includes a label and picklist for the Contact Method field, as illustrated in the following diagram:

    3. Click the down arrow next to the Contact Method field, and then verify that Siebel CRM Desktop displays a picklist that contains the following values:

      • None

      • Chat

      • Email

      • Fax

      • Pager

      • Phone

      • Wireless Message.

    4. Choose a value in the picklist and then verify that Siebel CRM Desktop changes the value in the Contact Method field to the value you choose.